Lynch Asset Management’s Citigroup C Stock Holding History

Lynch Asset Management’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,500	Closed	-$292K	–	52
2025 Q4	$292K	Hold	2,500	–	–	0.09%	42
2025 Q3	$254K	Sell	2,500 -2,500	-50%	-$237K	0.08%	43
2025 Q2	$426K	Hold	5,000	–	–	0.15%	42
2025 Q1	$355K	Hold	5,000	–	–	0.16%	42
2024 Q4	$352K	Hold	5,000	–	–	0.14%	41
2024 Q3	$313K	Sell	5,000 -100	-2%	-$6.18K	0.13%	42
2024 Q2	$324K	Hold	5,100	–	–	0.14%	42
2024 Q1	$323K	Hold	5,100	–	–	0.15%	42
2023 Q4	$262K	Sell	5,100 -22,000	-81%	-$974K	0.15%	43
2023 Q3	$1.11M	Hold	27,100	–	–	0.73%	33
2023 Q2	$1.25M	Sell	27,100 -2,500	-8%	-$117K	0.8%	33
2023 Q1	$1.39M	Hold	29,600	–	–	1%	33
2022 Q4	$1.34M	Hold	29,600	–	–	1.15%	31
2022 Q3	$1.23M	Hold	29,600	–	–	1.11%	26
2022 Q2	$1.36M	Hold	29,600	–	–	1.11%	26
2022 Q1	$1.58M	Hold	29,600	–	–	1.13%	27
2021 Q4	$1.79M	Buy	+29,600	New	+$1.97M	1.24%	24

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lynch Asset Management's C Position: Q1 2026 in Review

Lynch Asset Management sold out of Citigroup (C) in Q1 2026, closing a stake of 2,500 shares — an estimated $292K sold.

Lynch Asset Management first reported a position in C in Q4 2021 and held it in 17 quarters. The position peaked at $1.79M in Q4 2021. 2,466 funds tracked by Wall St. Rank hold C as of Q1 2026.

Lynch Asset Management reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
Lynch Asset Management sold 2,500 Citigroup shares in Q1 2026, an estimated $292K.
Lynch Asset Management first reported a position in Citigroup in Q4 2021 and held it in 17 quarters.
Lynch Asset Management's Citigroup position peaked at $1.79M in Q4 2021.
2,466 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Lynch Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.